See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,903 | $101,317-54.7% | $146,958-68.8% | $74,495-38.4% |
| Participation rate | 63.9% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.3pp |
| Annual return | 101.99% | 8730.91%-8628.9pp | 418.34%-316.3pp | 1364.94%-1263.0pp |
| Employer contribution / active EE | $2,489 | $3,810-34.7% | $4,933-49.5% | $2,623-5.1% |
| Participant deferral / active EE | $5,374 | $7,303-26.4% | $8,070-33.4% | $4,346+23.7% |
| Admin fee / account holder | $6,983 | $1,739+301.6% | $12,998-46.3% | $1,942+259.6% |